Abound Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Abound Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$216	Hold	6	–	–	﹤0.01%	1097
2026 Q1	$181	Hold	6	–	–	﹤0.01%	1260
2025 Q4	$176	Hold	6	–	–	﹤0.01%	1225
2025 Q3	$172	Hold	6	–	–	﹤0.01%	1168
2025 Q2	$163	Hold	6	–	–	﹤0.01%	1116
2025 Q1	$151	Hold	6	–	–	﹤0.01%	1091
2024 Q4	$159	Sell	6 -27	-82%	-$769	﹤0.01%	1160
2024 Q3	$907	Hold	33	–	–	﹤0.01%	790
2024 Q2	$843	Hold	33	–	–	﹤0.01%	744
2024 Q1	$882	Hold	33	–	–	﹤0.01%	787
2023 Q4	$813	Hold	33	–	–	﹤0.01%	812
2023 Q3	$727	Hold	33	–	–	﹤0.01%	750
2023 Q2	$761	Sell	33 -4,110	-99%	-$92.6K	﹤0.01%	772
2023 Q1	$93.7K	Hold	4,143	–	–	0.04%	77
2022 Q4	$90.6K	Sell	4,143 -33	-0.8%	-$723	0.04%	70
2022 Q3	$84.2K	Sell	4,176 -27	-0.6%	-$602	0.05%	70
2022 Q2	$87.9K	Hold	4,203	–	–	0.05%	52
2022 Q1	$106K	Hold	4,203	–	–	0.08%	51
2021 Q4	$113K	Buy	+4,203	New	+$112K	0.09%	48

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Abound Wealth Management's SCHM Position: Q2 2026 in Review

Abound Wealth Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 6 shares worth $216. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Abound Wealth Management first reported a position in SCHM in Q4 2021 and has held it in 19 quarters since. The position peaked at $113K in Q4 2021. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Abound Wealth Management held 6 shares of Schwab US Mid-Cap ETF worth $216 as of Q2 2026.
Abound Wealth Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1097 holding.
Abound Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Abound Wealth Management's Schwab US Mid-Cap ETF position peaked at $113K in Q4 2021.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.